Broker Sales Advisor

We are looking for Financial Advisors to join our team of insurance brokers. As a Financial Advisor, your main role will involve offering financial guidance to clients. Your responsibilities will include assisting clients in planning and reaching their financial objectives by evaluating their financial status and suggesting suitable products and services to...

Job descriptionSenior Broker Assistant Fourways. R R22 000 pmRE5 Qualification and min 1 year long term insurance experience compulsoryCapturing and taking minutes of meetings from Financial Advisors interaction with clients; Capturing ,processing and following up on applications ( also checking that applications are completed correctly) , servicing and any...

OverviewSenior Broker Assistant RandburgEnsuring that compliance documentation and Financial Needs Analysis (FNA)accompany all new business and/or client servicing;Checking that the Record of Advice (ROA) and FNA mirror one another and further that the Compliance is completed correctly;Ensuring that all Compliance documentation is loaded on X-plan for the...

Experience and Required Business SkillsGrade 12 / MatricFAIS accreditation120 insurance credits requiredMinimum 4 years industry experienceSound knowledge of insuranceRE - RE 5 preferableExperience on the X Plan CRM system would be highly beneficialProficient in Word, Excel and OutlookExcellent relationship building skillsExcellent telephonic skillsEloquent...

A broker is a sales professional who executes sales transactions between two parties in exchange for a commission. Present in real estate, finance and other sectors, brokers facilitate the sale of financial products, property assets, intellectual property, material goods and more.The following skills are essential for brokers across all...

THIS ROLE IS FOR A LEADING FINANCIAL SERVICES COMPANY IN SOUTH AFRICAAbout the team:This team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our products, processes, transactions, web services as well as general queries regarding their client's investments. They advocate excellent client service and strive to be...

Job ClassificationRequisition: 122637Location: Sandton | JohannesburgNedbank Insurance | Distribution | Broker Channel Job Family Sales And Services Career Stream Sales Leadership Pipeline Manage Others FAIS Affected FAIS Affected YesJob Purpose To help brokers provide their clients with the best possible insurance coverage and risk management...

Job DescriptionTo be responsible for marketing to clients, promoting sales in liaison with brokers and financial institutions. Actively promotes company products to achieve sales plan.Hello Future Sales BrokerWelcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people...

About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To be responsible for marketing to clients, promoting sales in liaison with brokers and financial institutions; Actively promotes company products to achieve sales...

Job Advert Summary:Purpose of the Job:PPS Life Broker Services has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The LBS Broker...

Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. Purpose The main purpose of this position is to support the group sales strategy and business plan...

PurposeThe main purpose of this position is to support the group sales strategy and business plan by growing and retaining allocated broker portfolio business through dynamic customer relationship management that ensures customer loyalty, grow intermediaries base, and, grow new profitable direct group business within the target markets to achieve desired...

Brokers serve as an integral interface between Willis Towers Watson clients and prospects and various insurance carriers in the marketplace. They advise Producers and other colleagues on the design of complex risk management programs for clients; present submissions to carriers, negotiate to secure coverage that meets client needs, oversee preparation of...

Gauteng, JHB - Northern Suburbs Annually Cost To Company (Market related)Well established short term insurance business is seeking an Insurance BrokerDedicated and driven Insurance Brokers who will be responsible for servicing leads generated through our digital marketing efforts and our network of business partners.Qualifications and Requirements: Proven...

Who we areSafrican is a respected life insurer with a footprint in South Africa and a subsidiary in Eswatini. Safrican has over 2 million principle lives covered and more than 7 million lives assured, The Company has grown from strength to strength since 2004. PurposeThe main purpose of this position is to support the group sales strategy and business plan...

Job Description:A well-established company based in Sandton is looking for Sales Brokers with a flair for sales and client service to join their team.(ads1)Job Responsibilities:Identifying new business opportunities and building client baseManaging existing customer accountsHunting and cold calling for new clientsSales to new and existing customersJob...

Job DescriptionTo grow the Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. To meet new business targets, conducting product specific training (PST), marketing products, and preparing and distributing communication. Creates solutions to meet customer demands and deliver internal and external customer...

Our client is looking for passionate, tech-savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the client's broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker...

ROLE SUMMARYThis role is responsible for being the point of contact between the company and the Broker/insurer through networking and building effective relationships. The role will be responsible to maintain and grow a strong client base with brokers, insurers and related stakeholders to ensure continuous development of new business and retention of current...

Recruiting an established Broker Consultant for a perm position in Limpopo - Burgersfort. The main objectives of this position are to recruit, maintain and develop brokers and achieve set targets.Matric Diploma/Degree/Long-Term Insurance qualification (qualification recognized by the FSCA) Technical/Legal Certification Regulatory Examination Level 1:...